Partner program for accountants
Referral program for accountants
Accountants in Australia can recommend Cord8, rostering and stock software, to clients who run teams or hold stock. If we approve your application, we confirm your referral fee in your partner agreement. Before you recommend Cord8 to a client you must tell them you may be paid, as your professional rules expect.
Which clients are a fit?
Three things to listen for in a client meeting.
I build the roster in a spreadsheet.
Draft a week, publish it when it is ready, and save shift templates to reuse.
I send my hours through at the end of the period.
Record hours worked and submit timesheets for review. Lock a timesheet period, then export the timesheets as a CSV file.
Suppliers deliver and someone has to check it in.
Keep suppliers, raise purchase orders and receive deliveries against them.
What lands on your desk?
Two things your clients check before the numbers reach you.
Corrections are reviewed before they reach the timesheet
A team member asks for a fix to a clock entry and a manager approves or declines it.
Review a clock correction before it reaches the timesheet. Supplier invoices are read, then checked by a person On the Inventory plan
On the Inventory plan, scan an invoice and Cord8 reads the lines. Check them, fix anything wrong, then save.
Check each line read from the invoice before you save.
What does Cord8 not do?
Know the limits before you recommend it.
Cord8 does not link to accounting software. Take the CSV into the system you already use.
Cord8 does not pay wages. It records hours and exports timesheets as a CSV file.
Labour cost figures are estimates to help you plan. Check them against the award or your adviser.
How much is the referral fee?
We confirm your referral fee in your partner agreement when we approve you.
What do I have to tell people?
That you may be paid. Say it clearly, before you recommend Cord8, and every time you recommend it.
Before you recommend it. Tell the client at the start of the conversation, in writing.
If you are a registered tax agent or BAS agent. The Tax Practitioners Board treats a referral fee as a conflict of interest to disclose to the client, early and specifically.
If you are a CA ANZ, CPA Australia or IPA member. APES 110 expects you to tell clients in writing. It covers commissions and referral fees, so check its current wording with your professional body.
Example wording. “Cord8 may pay me a referral fee if you become a customer. You are free to say no and choose another tool.”
We cannot give you professional advice. Check the current wording with the Tax Practitioners Board or your professional body.
Questions from accountants
Do accountants have to disclose a referral fee?
Usually yes. Tax Practitioners Board guidance expects you to disclose a commission or referral fee to the client. APES 110 expects the same of its members. Check the current rules for your registration or membership.
How much is the referral fee for accountants?
If we approve you, your partner agreement sets a referral fee on customers you refer who pay for Cord8. It also says how long the fee runs and how it is paid.
Does Cord8 connect to accounting software?
Cord8 does not link to accounting software. Take the CSV into the system you already use. Cord8 does not pay wages. It records hours and exports timesheets as a CSV file.
Do you need my clients' details?
No, do not send us a client's details unless the client has agreed. Your partner agreement says how a referral is recorded.
Can I get a referral fee on my own firm's use of Cord8?
No, you cannot earn a referral fee on your own firm's use of Cord8.
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